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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (1432)3/5/1998 12:02:00 AM
From: Amigo Mike  Respond to of 29382
 
Si Amigo,

Count me in !

Amigo Mike



To: Sergio H who wrote (1432)3/5/1998 12:04:00 AM
From: R. Ramesh  Respond to of 29382
 
Amigos,

I just had a look at the Amigo portfolio and noticed that one of my favorite stock is not present. I am talking about RADAF. Will one of you please expound your opinion on RADAFs FA? I see a lot of good things said about it in the RADAF thread (that I visit often). However I like to hear from you folks also.

TIA

Ramesh



To: Sergio H who wrote (1432)3/5/1998 12:29:00 AM
From: Amigo Mike  Read Replies (1) | Respond to of 29382
 
Hi Amigos,

Some Picks to ponder:

ALTS .... software company fallen on some hard times. Trading volumes have increased significantly over the last few trading days. Seems takeover speculation abounds.

APMC .... interesting volume also. APMC provides hardware assisted software tools for the design, debugging and testing of embedded software. Last qtr had earnings. Company has lots of cash .... low float ... 1.4 million shares.

PTEN .... PTEN is engaged in onshore contract drilling for oil and natural gas, and in the exploration, development, and production of oil and natural gas. Huge volume today !!! Chart indicates movement coming. With the tech sector about to be HAMMERED tomorrow ..... oil stocks invariably will get money flowing out of techs.

REPT .... REPT is an integrated electronics company operating as a distributor of electronic components and a contract manufacturer of
electronic products. Stock has small float and the market has overreacted to past earnings. Estimates for .82 this year and about $1.70 earnings next year make this one a great long termer.

Comments Amigos ???? PTEN looks like a quick play.

Amigo Mike



To: Sergio H who wrote (1432)3/6/1998 6:46:00 AM
From: Cary C  Read Replies (1) | Respond to of 29382
 
Sergio here was a press release after the close yesterday. ESV should benefit directly because they are involved in Deep sea drilling. I think this should help PTEN indirectly also since the main focus of their business is to provide on shore drilling rigs. They currently have 114 rigs of which 108 are currently in operation. This should bode well for the stock price in the future don't you think?

biz.yahoo.com

Cary